Remote Life Insurance Sales Pro (1099) - Banking Background

The Wood Agency Life; Stamford (CT); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Exclusive lead systems

Contracts with 43 carriers

Mentorship

Weekly team calls

Descripción de la vacante

The Wood Agency Life is seeking a remote, independent-contractor life insurance sales professional. If you've worked in banking or credit unions, you know how to discuss money decisions carefully and responsibly with families who requested information.

You will contact leads, review finances, explain carrier options, and complete applications. You’ll log activity in the CRM, stay compliant, and coordinate with multiple carriers to serve each family.

Formación

• Background in banking, lending, or credit unions.
• Comfort with forms, disclosures, and precise recordkeeping.
• Ability to discuss family finances respectfully and without pressure.
• State life insurance license or plan to obtain it before first sale.
• Self-directed, organized daily planning.
• Authorized to work in the United States (18+).

Responsabilidades

• Contact people who have already requested life insurance information and book appointments.
• Review each household's finances and obligations before discussing any coverage.
• Explain how options differ across carriers, then complete the application together.
• Handle applications and disclosures accurately, because details matter to underwriting.
• Track every open case through the carrier's review and keep clients informed.
• Log activity in the CRM and keep up with compliance training.

Conocimientos

Banking background

Lending experience

Credit union member service

Attention to detail

Self-directed

Herramientas

CRM software

Descripción del empleo

The Wood Agency Life is seeking a remote, independent-contractor life insurance sales professional. If you've worked in banking or credit unions, you know how to discuss money decisions carefully and responsibly with families who requested information.

You will contact leads, review finances, explain carrier options, and complete applications. You’ll log activity in the CRM, stay compliant, and coordinate with multiple carriers to serve each family.